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Law Office of Christopher P Schlies
Phone: (925) 462-0444
Email: chris@schlieslaw.com
Estate Planning Attorney Pleasanton
Living Trust Lawyer
Wills ◊ Trusts ◊ Powers of Attorney ◊ Healthcare Directives
To put an effective plan in place to govern the management and distribution of assets to your heirs, you require an experienced lawyer to guide you through the process, one who is familiar with the many different strategies for passing on your estate. You need an attorney who will take the time to identify your unique concerns and objectives and help you put a plan in place that best fits your individualized needs.
The Law Office of Christopher Schlies has provided sound counsel to individuals throughout the East Bay, the Tri Valley and the Livermore Valley for nearly 30 years. Mr. Schlies brings a breadth of legal experience to his estate planning practice, including an appreciation of the business continuity planning, retirement planning, elder care planning, estate planning and estate administration.
To schedule a meeting, contact the firm or call (925) 462-0444 for an appointment.
The Firm's Estate Planning Practice
The creation and implementation of an effective estate plan will do more than provide you with peace of mind; it will greatly simplify matters for your loved ones. Mr. Schlies recommends that such planning be done prior to or at retirement, though clients with more complex estates, family-owned businesses, or who are unmarried may benefit from earlier planning. Families with young children should plan for their children's care and the assets which would sustain them in the event of their parents' untimely death.
Mr. Schlies takes a comprehensive approach to estate planning, beginning the process by learning as much as possible about your estate planning objectives and advising what is an optimal plan for you. He will carefully explain the different strategies to you, including the benefits of wills and trusts, the re-titling of property to avoid unnecessary probate procedures, the use of lifetime gifts, and how to minimize or eliminate certain tax consequences.
Once you have determined which approach is best-suited to accomplish your goals, Mr. Schlies will craft all the documents required to put your estate plan in place, including:
- Wills
- Trusts
- Powers of attorney
- Living wills/healthcare directives
- Special needs trusts and provisions
To learn more about trusts, read the following articles written by attorney Christopher Schlies:
Contact Attorney Christopher Schlies in Tri Valley, California
Contact the firm or call (925) 462-0444 to set up an appointment. Evening meetings can be arranged upon request. The firm is located in historic Downtown Pleasanton, with easy access from 580 and 680.